Company Deep Dives

Deep dives into compelling long ideas that involve conversations with management, investor relations, institutional investors, and more. When practical I will also visit locations in person and find ways to talk to industry experts.

Pump and dump schemes, restraining orders, and harassment accusations are the norm for this team
15
6
Capitalizing on niche sports going mainstream
1
Reviewing my analysis and my shortcomings
3
2
When the best case scenario is the merger not being approved
2
A business rightfully priced at a premium
4
How Hycroft Mining is ripping off individual investors to the tune of millions
6
How poor user demographics and a misguided use case are hurting the company
4
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